Finance Specialist, Centralized Reporting & Data Analytic

Posted 2 Days Ago
Be an Early Applicant
Fort Lauderdale, FL
7+ Years Experience
Fintech • Payments • Financial Services
The Role
The Finance Specialist will focus on centralized reporting and data analytics, developing financial templates, ensuring compliance with reporting standards, and maintaining data integrity through audits. They will collaborate with finance team members and provide insights to improve financial processes.
Summary Generated by Built In

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients.

At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are and what they contribute.

To learn more about CIBC, please visit CIBC.com

Position Overview

We are seeking a detail-oriented and highly analytical Finance Specialist to join our team. This role is focused on centralized reporting, data analytics, and the development of financial templates. The successful candidate will play a critical role in ensuring the accuracy and efficiency of our financial reporting processes.

Key Responsibilities

  • Centralized Reporting: Develop and maintain centralized financial reporting systems to ensure consistent and accurate reporting across all departments. Prepare and distribute regular financial reports to senior management.
  • Data Documentation: Create and manage comprehensive documentation for financial data, including data sources, methodologies, and definitions. Ensure data integrity and accuracy through regular audits and reviews.
  • Template Building: Design and implement financial templates to support budgeting, forecasting, and financial analysis. Continuously improve and update templates to reflect changing business needs and best practices.
  • Collaboration: Work closely with other finance team members and departments to gather necessary data and insights for reporting purposes. Provide support and training to users of financial models and templates.
  • Compliance and Standards: Ensure that all financial reporting and documentation comply with relevant regulations, standards, and internal policies. Stay up-to-date with changes in financial reporting requirements and best practices.

Qualifications

  • Bachelor’s degree in Finance, Accounting, or a related field.
  • Minimum of 10 years of experience in financial reporting, data documentation, and financial modeling.
  • Strong proficiency in financial software and tools, including Excel and financial reporting systems.
  • Excellent analytical and problem-solving skills with a keen attention to detail.
  • Effective communication skills, both written and verbal, with the ability to explain complex financial concepts to non-financial stakeholders.
  • Ability to work independently and as part of a team in a fast-paced environment.
  • Knowledge of relevant financial regulations and standards.

Preferred Qualifications

  • Experience with data visualization tools (e.g., Tableau, Power BI).
  • Experience in a financial services industry

What CIBC Offers

At CIBC, your goals are a priority. We start with your strengths and ambitions as an employee and strive to create opportunities to tap into your potential. We aspire to give you a career, rather than just a paycheck.

  • We work to recognize you in meaningful, personalized ways including a competitive salary, incentive pay, banking benefits, a benefits program*, a vacation offering, wellbeing support, and MomentMakers, our social, points-based recognition program.

  • Our spaces and technological toolkit will make it simple to bring together great minds to create innovative solutions that make a difference for our clients.

  • We cultivate a culture where you can express your ambition through initiatives like Purpose Day; a paid day off dedicated for you to use to invest in your growth and development.

*Subject to plan and program terms and conditions

What you need to know

  • CIBC is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. If you need accommodation, please contact [email protected]

  • You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit.

  • We may ask you to complete an attribute-based assessment and other skills tests (such as simulation, coding, MS Office). Our goal for the application process is to get to know more about you, all that you have to offer, and give you the opportunity to learn more about us.

Job Location

IL-120 S LaSalle St, 5th Fl

Employment Type

Regular

Weekly Hours

40

Skills

Analytical Thinking, Creativity (Inactive), Financial Advising, Financial Reporting and Analysis, Process Improvements, Project Support, Regulatory Requirements, Risk Assessments

Top Skills

Excel
Power BI
Tableau
The Company
Toronto, Ontario
43,351 Employees
On-site Workplace

What We Do

CIBC is here to help all our clients reach their goals.

We know the importance of reliable financial products and services, and we’re dedicated to providing them in a way that lets you bank however you want, whenever you want.

With innovative tools designed around your priorities and a team fully focused on your success, you’ll get the insights you need to get even closer to achieving your goals.

This culture of innovation and shared values of trust, teamwork and accountability are why we’ve been named a top employer in Canada. They’re also why a career at CIBC is more than a job—it’s an opportunity to grow and work alongside some of the brightest in Canada.

La Banque CIBC est là pour aider tous nos clients à atteindre leurs objectifs.

Nous connaissons l'importance de produits et services financiers fiables, et nous nous engageons à les fournir d'une manière qui vous permette d'effectuer vos opérations bancaires comme vous le souhaitez, quand vous le souhaitez.

Avec des outils innovants conçus autour de vos priorités et une équipe entièrement centrée sur votre réussite, vous obtiendrez les informations dont vous avez besoin pour vous rapprocher encore plus de vos objectifs.

Cette culture de l'innovation et les valeurs partagées de confiance, de travail d'équipe et de responsabilité sont la raison pour laquelle nous avons été nommés l'un des meilleurs employeurs au Canada. C'est aussi pourquoi une carrière à la Banque CIBC est plus qu'un emploi : c'est une occasion de grandir et de travailler aux côtés de certaines des personnes plus brillantes au Canada

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